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Tara Wealth
TARA Wealth is a women-owned fiduciary advisory firm offering wealth management and comprehensive financial planning. Its name represents Transparent,...
Overview
TARA Wealth is a women-owned fiduciary advisory firm offering wealth management and comprehensive financial planning. Its name represents Transparent, Authentic, Real Advice. The firm serves women and families with integrated investment management, tax planning, and guidance on long-term decisions, and its advisors are located in San Diego CA and Raleigh NC while serving clients nationally.
General information
Firm type
RIA
Principals
Amber Schiffert
Co-Founder
Amanda DeCesar
CFP®, Co-Founder
Frequently asked questions
How is a firm like Tara Wealth typically structured?
The most common architecture for entirely private offices is a trust company or an unregistered advisory entity in a jurisdiction with limited public ownership disclosure — often Switzerland, Liechtenstein, Singapore, or select US states with favorable privacy statutes for family offices.
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